I started my financial services career working for a bespoke pensions and investment consultancy, working on some of the most complex private pension schemes in the UK.
I discovered that I had a real passion for working with private clients, and today I look after a number of high net worth individuals and their families. My specialisms include wealth structuring, SIPP and SSAS consultancy, business succession planning and inheritance tax planning.
I also look after a number of high earning city workers, with issues around the various new pension limits, including how we can gain access to tax-efficient investments.
